BRWA
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B. Riley Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

B. Riley Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$214K Sell
6,227
-3,300
-35% -$117K 0.01% 1015
2024
Q3 		$325K Sell
9,527
-303
-3% -$10.1K 0.01% 917
2024
Q2 		$306K Buy
9,830
+2,242
+30% +$70.4K 0.01% 1027
2024
Q1 		$214K Sell
7,588
-1,651
-18% -$51.7K 0.01% 1237
2023
Q4 		$298K Buy
9,239
+1,651
+22% +$47.9K 0.01% 1060
2023
Q3 		$214K Sell
7,588
-1,774
-19% -$52.1K 0.01% 1237
2023
Q2 		$270K Buy
9,362
+400
+4% +$11.2K 0.01% 1180
2023
Q1 		$256K Buy
8,962
+1,413
+19% +$42.3K 0.01% 1149
2022
Q4 		$215K Buy
+7,549
New +$217K 0.01% 1217
2022
Q1 		– Sell
-11,134
Closed -$366K – 1413
2021
Q4 		$366K Buy
11,134
+8
+0.1% +$259 0.01% 966
2021
Q3 		$344K Buy
11,126
+757
+7% +$23.8K 0.01% 972
2021
Q2 		$331K Buy
10,369
+150
+1% +$4.85K 0.01% 967
2021
Q1 		$319K Buy
10,219
+2,528
+33% +$74.6K 0.01% 960
2020
Q4 		$205K Sell
7,691
-3,705
-33% -$89.9K 0.01% 916
2020
Q3 		$241K Buy
+11,396
New +$248K 0.01% 785
2016
Q4 		– Sell
-8,172
Closed -$205K – 552
2016
Q3 		$205K Sell
8,172
-1,830
-18% -$45.4K 0.04% 533
2016
Q2 		$239K Buy
+10,002
New +$232K 0.05% 477
2015
Q1 		– Sell
-5,880
Closed -$139 – 885
2014
Q4 		$139 Buy
+5,880
New +$135K ﹤0.01% 1551
2014
Q3 		– Sell
-5,430
Closed -$127K – 916
2014
Q2 		$127K Hold
5,430
– – 0.03% 626
2014
Q1 		$124K Hold
5,430
– – 0.04% 551
2013
Q4 		$123K Buy
+5,430
New +$118K 0.04% 496

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Advisors's DES Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 35% in Q4 2024, selling an estimated $117K and leaving 6,227 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1015.

B. Riley Wealth Advisors first reported a position in DES in Q4 2013 and has held it in 21 quarters since. The position peaked at $366K in Q4 2021. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • B. Riley Wealth Advisors held 6,227 shares of WisdomTree US SmallCap Dividend Fund worth $214K as of Q4 2024.
  • B. Riley Wealth Advisors sold 3,300 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $117K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1015 holding.
  • B. Riley Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2013 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $366K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.